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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5I. Down 20-30 % on Anrg and CTS. What do you think of selling one and buying ECN?
If so which one would you sell?
Seems like ECN has significant upside as well.
Thanks.
Read Answer Asked by Tyler on November 15, 2022
Q: Hi 5i,

I currently own the above noted renewable energy utilities. I am thinking of selling AQN. If I did so, (and I would like to keep it in renewables) would you recommend putting the proceeds towards one of the above or something like NPI or possibly a renewable energy ETF. Could you recommend 1 to 3 ETFs?

Thanks!!
Read Answer Asked by Brian on November 15, 2022
Q: Hi,
I'm interested in these US REITs. Can you rank them best to worst for a longterm holder, and comment on the best account type to hold them in?
I know you've said that in general REITs are best held in a TFSA, but are there any exceptions to that guideline among them.
Thanks
Read Answer Asked by Camille on November 15, 2022
Q: Best Canadian tax-loss selling candidates for our watchlists (any industry)?
Read Answer Asked by Stephen on November 14, 2022
Q: Thoughts on this company's metrics if one's portfolio is low in consumer staples. Buy, sell, or hold? If you don't like which consumer staples companies in the US are better and is it a bad time to add knowing they have done well in a bad market. Thinking people may sell and rotate into tech. Thank you!
Read Answer Asked by Neil on November 14, 2022
Q: I wish to take a tax loss on Microsoft. Can you please suggest one or 2 proxies for a 30 day hold until a repurchase? Thank you for your excellent service
Read Answer Asked by Leonard on November 14, 2022
Q: Hi 5i Team

Pretty disappointing day for AQN investors. Three questions:

1) Do you think they will need to do an equity raise in 2023 relating to the Kentucky Power acquisition? Initially, they're planning to cover it through existing borrowings (at floating rates) but management indicated on the CC that is expected to be short term.

2) Do you have any info on the actual NAV of their assets (thinking of this like a REIT)? If not, any suggestions where to look / how to calc?

3) Given the importance of dividends to investors (current and future), what will likely be the catalyst for cutting it and how long do you think they will hold the line before deciding it's necessary?

Thanks
Peter
Read Answer Asked by Peter on November 14, 2022
Q: On the recent report card for this REIT some numbers given at the top do not agree with those at the bottom under key stats eg 5 yr. revenue growth, current ratio, insider ownership etc. Which to believe?

Also I very much miss the Peer Relative Valuation section we used to see at the bottom instead of key stats that surely should be a duplicate of those above. Any chance of reviving this informative area?
Read Answer Asked by Jeff on November 14, 2022
Q: You mentioned this morning that "Roughly half of Manulifes business is exposed to China". I used to work for them in Asia x 10 years until last year. They own 49% of their joint venture IN China, but I don't believe anywhere near half of their global business is exposed to China. I stand to be corrected but I would guess the number is more like 5-10%.
Read Answer Asked by Eric on November 14, 2022
Q: I'm looking to boost yield while keeping a position in CDN oils (Diversified Rif account). I am up on CNQ and am thinking of a switch to GXE. Acknowledging the difference in mkt cap, are there other material risks of this switch. Wondering if Gears high yield is a warning sign
Read Answer Asked by Harry on November 14, 2022
Q: Good morning all at 5i!!

I hold both having just purchased capital power a little while ago. I have held Algonquin for a long time. Should I sell Algonquin shares and buy more Capital power, or keep both since they are held in different portfolios???
Cheers,
Not liking the snow.. Tamara
Read Answer Asked by Tamara on November 14, 2022
Q: Peter; Minister Joly has basically warned Canadian companies to expect upcoming government positions on China and to be “ clear eyed” when doing business there. Are there any companies, already doing business there, that might be affected? Thanks
Rod
Read Answer Asked by Rodney on November 14, 2022
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